![Progeny](https://media.trabajo.org/img/noimg.jpg)
Wealth Research Manager
2 months ago
Proactively supporting proposition enhancements and launches, and utilising extensive technical and forward-thinking approach you will scan the Wealth advice horizon to support research and enhance Progeny’s propositions, products, and advice.
Key Responsibilities
- Acting as Secretary of the Progeny Wealth Investment Committee, taking responsibility for the full calendar of scheduled Research and Due Diligence for all Progeny Wealth Propositions, Providers, and supporting Research tools.
- Carrying out research with full rigour, ensuring this research meets regulatory and business requirements.
- Assisting with acquisition firms, which may involve the closure of their own investment committees and managing any acquisition risks.
- Providing pro-active support for proposition enhancements and proposition launches; producing appropriate copy and wording to support communications internally and externally, where required.
- Undertaking appropriate research and due diligence for “Off-CIP” to support alternative solutions and panels.
- Utilising technical knowledge to proactively horizon scan, supporting research as well as propositional/product and advice enhancements.
Skills, Knowledge and Expertise
- Relevant Professional industry qualifications (IMC, CFA)
- Proven experience in a technical or paraplanning role gained within an advisory practice and technical operations experience.
- Specific experience in managing research and due diligence to a high regulatory standard.
- Overall knowledge of key areas of financial planning and advice - including investment planning, pre/at retirement planning, personal and business protection; and estate/Inheritance Tax planning.
- Knowledge of platforms, functionality, and due diligence considerations.
- Understand FCA suitability requirements.
- CII Chartered Status or equivalent preferrable.
Please refer to our job description to review the responsibilities and person specification in more detail.
We reserve the right to close this vacancy early if we receive sufficient applications. Therefore, if you are interested, please submit your application as early as possible.
Benefits
- 30 days holiday plus public holidays
- Wellbeing day
- Birthday holiday
- Volunteering day
- Private medical insurance, 24/7 digital GP and health advice
- Employee assistance programme providing support for your mental and physical health
- Group pension scheme
- Life assurance scheme
- Eyecare vouchers
- Family leave
- Hybrid working
- Referral scheme
We create, enhance, and preserve wealth.
We are the first and only firm in the UK to bring together independent financial planning, asset management, tax, HR, and private and corporate legal services.
We are forward-thinking and tech-driven, using technology to eliminate paperwork, improve communications, and enrich the relationship between client and adviser.
At Progeny, we believe that we all have the power to make good things happen. We want to use our success as a catalyst for making real change. We created the Progeny Foundation to support local charities including Zarach and we have recently achieved the globally recognised B-Corp certification.
In 2023, we continued to onboard new team members, resulting in an overall growth of 17%. We are the proud winners of the Yorkshire Financial Awards 2024 Best Employer award for the third year running.
-
Lead Financial Planning Specialist
3 weeks ago
Leeds, Leeds, United Kingdom TFAS Wealth Full time £45,000About TFAS Wealth: At TFAS Wealth, we take pride in delivering fully independent and transparent financial guidance, all accessible remotely throughout the UK. Our Commitment: TFAS Wealth is dedicated to providing a comprehensive approach to our clients' financial health. We aim to make the financial planning experience as straightforward, empowering, and...
-
Wealth Management Paraplanner
2 weeks ago
Leeds, United Kingdom Lime People Search & Select Ltd Full timeAbout the Company:Lime People Search & Select Ltd is a reputable firm specializing in Wealth Management, dedicated to serving the financial needs of both individual clients and businesses. Our mission is to deliver personalized financial planning and wealth management solutions.Position Overview:We are currently in search of a qualified Paraplanner with a...
-
Lead Financial Planner
3 weeks ago
Leeds, Leeds, United Kingdom TFAS Wealth Full timeJoin the Team at TFAS WealthAt TFAS Wealth, we are a premier financial consultancy committed to delivering exceptional independent financial guidance to our clientele throughout the UK. Our mission is to provide all-encompassing and accessible financial solutions, ensuring convenience for our clients through remote services.Key Responsibilities of the Lead...
-
Research Executive
3 months ago
Leeds, United Kingdom Swift Research Ltd. Full timeThe Research Executive role is an exciting opportunity for someone to join our team as we continue on an exciting path of strategic change. Ideally you will have experience working in market research in a Research Exec / Graduate Research Exec role and be looking to take your next step in the industry. **Responsibilities**: - Ability to manage at several...
-
Wealth Management Consultant
3 weeks ago
Leeds, Leeds, United Kingdom CLD Recruitment Full timeJob OverviewPosition: Wealth Management ConsultantLocation: LeedsCompensation: Up to £60,000 based on experienceAre you a seasoned Wealth Management Consultant seeking a new opportunity in your professional journey?Join a dynamic team that values work-life balance with early finishes on Fridays!Explore the potential for unlimited earnings.Our client is in...
-
Financial Services Administrator
2 months ago
Leeds, United Kingdom Succession Wealth Full time**Administrator - Wealth Management** **Salary of £25,000 to £28,000 (DOE)** **Excellent benefits package (see below for full details)** **Hybrid working - partly from our Leeds office blended with home working** **We are Succession Wealth**, from “start-up” in 2009, we are now one of the leading independent financial planning and wealth management...
-
Ifa Administrator
3 months ago
Leeds, United Kingdom Succession Wealth Full time**Administrator - Wealth Management** **Salary of £25,000 to £28,000 (DOE)** **Excellent benefits package (see below for full details)** **Hybrid working - partly from our Leeds office blended with home working** **We are Succession Wealth**, from “start-up” in 2009, we are now one of the leading independent financial planning and wealth management...
-
Clinical Research Manager
6 hours ago
Leeds, Leeds, United Kingdom LEE Fortrea Clinical Research Unit Limited Full timeJob SummaryWe are seeking a highly skilled and experienced Team Supervisor to join our team at the LEE Fortrea Clinical Research Unit Limited. As a Team Supervisor, you will be responsible for providing leadership, training, and mentoring to our team of Clinical Research Nurses in Leeds, ensuring that all practical aspects of clinical studies are conducted...
-
Wealth Management Support Specialist
3 weeks ago
Leeds, Leeds, United Kingdom IDEX Consulting Ltd Full timePosition OverviewWealth Management Support SpecialistLocation: LeedsSalary Range: £30,000 - £34,000Work Arrangement: Hybrid (minimum 3 days in the office)IDEX Consulting Ltd is collaborating with a prominent wealth management firm seeking a Wealth Management Support Specialist to enhance their expanding team.The organization has recently relocated to...
-
Wealth Management Support Specialist
3 weeks ago
Leeds, Leeds, United Kingdom IDEX Consulting Ltd Full timePosition OverviewWealth Management Support SpecialistLocation: LeedsSalary: £30,000 - £34,000Work Arrangement: Hybrid (minimum 3 days in the office)IDEX Consulting Ltd is collaborating with a prominent wealth management firm seeking a Wealth Management Support Specialist to enhance their expanding team.The organization has recently relocated to modern...
-
IFA Administrator
23 hours ago
Leeds, Leeds, United Kingdom NJR Recruitment Full timeJob SummaryNJR Recruitment is seeking an experienced IFA Administrator to join a multi-award winning firm's growing wealth management team. This is an exciting opportunity for individuals with previous experience providing support to Independent Financial Planners.Key ResponsibilitiesDiary management and coordinationPreparing client review packs for...
-
Senior Wealth Advisor
3 weeks ago
Leeds, Leeds, United Kingdom IDEX Consulting Ltd Full timePosition OverviewSenior Wealth AdvisorLocation: LeedsCompensation: £80,000 - £120,000 base salary + annual performance bonusAn outstanding opportunity has emerged in Yorkshire for a Senior Wealth Advisor to join a leading Investment Firm, primarily catering to affluent clientele.Situated in contemporary offices in central Leeds, the Wealth Advisor will...
-
Senior Wealth Advisor
3 weeks ago
Leeds, Leeds, United Kingdom IDEX Consulting Ltd Full timePosition OverviewSenior Wealth AdvisorLocation: LeedsCompensation: £80,000 - £120,000 base salary + annual performance bonusAn outstanding opportunity has emerged in Yorkshire for a Senior Wealth Advisor to join a leading Investment Firm, primarily catering to affluent clientele.Situated in contemporary offices in central Leeds, the Wealth Advisor will...
-
Research Software Development Engineer
39 minutes ago
Leeds, Leeds, United Kingdom Society of Research Software Engineering Full timeAbout the RoleThis is an exciting opportunity to join the Society of Research Software Engineering as a Research Software Development Engineer, working on data analytics and AI research, education, and training in a leading university. As a key member of our team, you will have the chance to develop a career in the emerging field of research data science.Key...
-
Independent Financial Adviser
3 months ago
Leeds, United Kingdom TFAS Wealth Ltd Full timeAt TFAS Wealth, we pride ourselves on providing fully independent and straightforward financial advice, all conveniently delivered remotely across the UK. TFAS Wealth is committed to offering a holistic approach to our client’s financial well-being. We strive to make the financial planning journey as clear, empowering, and convenient as possible. We are...
-
Wealth Management Support Professional
24 hours ago
Leeds, Leeds, United Kingdom NJR Recruitment Ltd Full timeJob Summary:NJR Recruitment Ltd is seeking an experienced Financial Services Administrator to support a small team of Advisers in a well-established wealth management practice. The ideal candidate will have a strong background in financial services and excellent communication skills.Key Responsibilities:Prepare client valuations and meeting packsProcess new...
-
Trainee Market Research Executive
3 months ago
Leeds, United Kingdom Blue Yonder Research Full time_**Overview**:_ This is an exciting entry-level role for a recent graduate, or similar, to kick-start their career in market research, with a fast growing award winning UK agency. The work we do is exciting and innovative, and we are looking for someone who is passionate about coming up with their own ideas and running with them. We also need someone who...
-
Financial Planner
3 months ago
Leeds, United Kingdom Recruit Wealth Ltd Full timeRecruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK, who are private equity backed for further growth and acquisition. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. This newly created...
-
Experienced Paraplanner for Wealth Advisory
2 weeks ago
Leeds, United Kingdom Lime People Search & Select Ltd Full timeCompany Overview:Lime People Search & Select Ltd is a prominent player in the financial services sector, dedicated to delivering exceptional wealth management solutions to both individual and corporate clients.Position Summary:We are currently in search of a skilled and Diploma Qualified Paraplanner to join our dynamic team. This role is crucial in...
-
Wealth Management Operations Coordinator
2 weeks ago
Leeds, United Kingdom NJR Recruitment Ltd Full timePosition: Financial Planning AdministratorLocation: LeedsSalary: £24,000 - £29,000NJR Recruitment Ltd is excited to partner with a prominent wealth management firm that excels in delivering exceptional personal advisory services to both UK and international clientele.About the Role:Situated on the outskirts of Leeds, our client is seeking a skilled...